Vance Wealth, Inc. Sells in Q2 2025

Vance Wealth, Inc.

  • $287 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
-27.7K
- 31.61%
$73.19 - $85.21 $2.03M - $2.36M
60K $5.11M
IWS
Ishares Russell Midcap Value E

ETFs
-11K
- 28.29%
$110.58 - $132.14 $1.22M - $1.46M
28K $3.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-5.77K
- 28.99%
$131.84 - $157.76 $761K - $910K
14.1K $2.23M
DFAE
Dimensional ETF Tr

ETFs
-24.7K
- 26.94%
$22.87 - $28.95 $565K - $715K
67K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 0.32%
$483.48 - $539.8 $13.1K - $14.6K
8.52K $4.14M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.98K
- 17.6%
$103.88 - $123.68 $413K - $492K
18.6K $2.3M
JNJ
Johnson & Johnson

Healthcare
-42
- 0.21%
$146.36 - $159.82 $6.15K - $6.71K
19.5K $2.98M
DFIV
Dimensional ETF Tr

ETFs
-10.4K
- 16.66%
$34.67 - $43.21 $362K - $451K
52.2K $2.24M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.61K
- 8.02%
$45.11 - $52.34 $208K - $241K
52.9K $2.77M
IEMG
Ishares Inc

ETFs
-1.82K
- 2.42%
N/A
73.3K $3.93M
MDT
Medtronic PLC

Healthcare
-55
- 0.23%
$80.68 - $88.86 $4.44K - $4.89K
24.3K $2.12M
NEAR
Blackrock Short Maturity Bond

ETFs
-1.12K
- 16.48%
$50.41 - $51.17 $56.6K - $57.5K
5.69K $290K
DE
Deere & CO

Industrials
-178
- 19.63%
$412.99 - $531.48 $73.5K - $94.6K
729 $370K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-694
- 13.64%
$77.74 - $78.78 $54K - $54.7K
4.4K $345K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-493
- 16.42%
$116.09 - $139.09 $57.2K - $68.6K
2.51K $349K
COP
Conocophillips

Energy
-43
- 1.55%
$82.66 - $106.1 $3.55K - $4.56K
2.74K $245K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.03K
- 10.37%
$72.61 - $88.75 $74.9K - $91.6K
8.92K $791K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.97K
- 5.35%
$24.21 - $29.47 $96.1K - $117K
70.3K $2.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-353
- 5.3%
$75.05 - $77.34 $26.5K - $27.3K
6.31K $487K
TXN
Texas Instruments Inc

Technology
-34
- 1.95%
N/A
1.71K $332K
Dimensional ETF Trust
-1.69K
- 8.06%
N/A
19.3K $0
DFIS
Dimensional ETF Tr Dimensional

ETFs
-7.06K
- 13.33%
$23.2 - $29.84 $164K - $211K
45.9K $1.37M
IWD
Ishares Russell 1000 Val ETF

ETFs
-179
- 3.02%
$166.82 - $194.23 $29.9K - $34.8K
5.75K $1.12M
V
Visa Inc.

Financial Services
-9
- 0.68%
$308.27 - $373.31 $2.77K - $3.36K
1.31K $463K
VTI
Vanguard Total Stock Market Et

ETFs
-101
- 8.4%
$243.75 - $303.93 $24.6K - $30.7K
1.1K $334K
SPY
Spdr S&P 500 ETF Trust

ETFs
-58
- 7.35%
$496.48 - $617.85 $28.8K - $35.8K
731 $451K
IAU
Ishares Gold Trust

ETFs
-9
- 0.2%
$56.1 - $64.74 $505 - $583
4.51K $281K
VEU
Vanguard Ftse All World Ex Us

ETFs
-394
- 6.18%
$54.19 - $67.22 $21.4K - $26.5K
5.98K $402K
RTX
Raytheon Technologies Corp

Industrials
-20
- 1.23%
$113.75 - $148.48 $2.28K - $2.97K
1.61K $235K
NSC
Norfolk Southern Corp

Industrials
-5
- 0.4%
$206.34 - $257.46 $1.03K - $1.29K
1.24K $317K
DIS
Walt Disney CO

Communication Services
-1.19K
- 15.82%
$81.72 - $124.01 $96.8K - $147K
6.31K $782K
BAC
Bank Of America Corp

Financial Services
-386
- 2.85%
$34.39 - $47.46 $13.3K - $18.3K
13.2K $623K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2
- 0.03%
$57.41 - $74.81 $115 - $150
6.33K $470K
IWP
Ishares Russell Mid Cap Growth

ETFs
-8.06K
- 14.41%
$104.34 - $138.68 $841K - $1.12M
47.9K $6.64M
EEM
Ishares Msci Emerging Markets

ETFs
-2.76K
- 5.87%
$38.52 - $48.28 $106K - $133K
44.3K $2.14M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.15K
- 4.28%
$73.7 - $90.98 $84.9K - $105K
25.7K $2.34M
EFG
Msci Eafe Growth ETF

ETFs
-1.41K
- 5.91%
$89.8 - $112.0 $126K - $158K
22.4K $2.51M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.29K
- 6.71%
$57.14 - $72.68 $131K - $167K
31.9K $2.32M
EFV
Msci Eafe Value ETF

ETFs
-1.77K
- 3.05%
$52.4 - $64.65 $92.6K - $114K
56.3K $3.57M
SPYG
Spdr Portfolio

ETFs
-2.38K
- 8.17%
$71.83 - $95.32 $171K - $226K
26.7K $2.54M
META
Meta Platforms, Inc.

Communication Services
-68
- 1.87%
$484.66 - $738.09 $33K - $50.2K
3.56K $2.63M
VONG
Vanguard Russell 1000 Growth E

ETFs
-14.1K
- 10.88%
$82.51 - $109.2 $1.17M - $1.54M
116K $12.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 0.43%
$416.06 - $551.64 $18.7K - $24.8K
10.4K $5.75M
Activity Summary
Buys All Purchases 62 New Holdings 16 Increased Positions 46 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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